Relationship Analyst - Global Banking

HSBC
Bengaluru
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: mastersSkills: ["Rapport building","Quantitative analysis","Interpersonal skills","Matrix management","Attention to detail","Multitasking","Work ethic","Thrives under pressure","Teamwork"]

Support priority Global Banking clients by performing strategic reviews, building pitch decks and tailored materials with relationship managers and product partners, and assisting deal execution through profitability analysis and coordination with credit, risk, and onboarding teams. Analyze client portfolios versus plan, negotiate client documents with Legal/Treasury/Risk, and develop client-relevant thought leadership. Apply data concepts and approved tools while ensuring compliance with internal and external requirements.

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FursaFursa
HSBC
HSBC
15 hours ago

Relationship Analyst - Global Banking

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Support priority Global Banking clients by performing strategic reviews, building pitch decks and tailored materials with relationship managers and product partners, and assisting deal execution through profitability analysis and coordination with credit, risk, and onboarding teams. Analyze client portfolios versus plan, negotiate client documents with Legal/Treasury/Risk, and develop client-relevant thought leadership. Apply data concepts and approved tools while ensuring compliance with internal and external requirements.
Location: Bengaluru
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Work on client strategic reviews for priority clients, coordinating with product partners to prepare follow-ups and achieve the client plan.
  • •Partner with relationship managers to create pitch decks, one-pagers, and tailored content for specific sectors.
  • •Support deals by understanding client needs, using internal deal profitability tools, and coordinating with credit, risk, onboarding, and other teams for execution.
  • •Prepare client portfolio analyses focused on returns against plan, with breakdowns by products, regions, and sectors for senior management insights.
  • •Negotiate client documents (e.g., NDAs, ISDAs, GMRAs) and develop thought leadership materials to help relationship managers originate business.

Key Requirements

  • •Exceptionally qualified MBA or CA with Big 4 (EY, PwC, Deloitte, KPMG) experience.
  • •Ability to establish rapport with team members and product partners.
  • •Excellent quantitative and analytical skills with strong interpersonal skills in a matrix management environment.
  • •Highly proficient in Excel, PowerPoint and Word.
  • •Strong attention to detail, multitasking ability, and ability to succeed under pressure.
Experience:Big 4
Education:Master's
Skills:Rapport buildingQuantitative analysisInterpersonal skillsMatrix managementAttention to detailMultitaskingWork ethicThrives under pressureTeamwork
Certifications:CA
Tech Stack:ExcelPowerPointWordData qualityStatisticsVisualizationAI

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn